Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Dynamic Advisor Solutions’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$399K Buy
10,806
+2,143
+25% +$67.5K 0.01% 724
2026
Q2 		$225K Buy
+8,663
New +$275K 0.01% 961

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VH
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SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $338M AUM 49.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's BTC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 25% in Q3 2026, buying an estimated $67.5K and bringing the position to 10,806 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #724.

Dynamic Advisor Solutions first reported a position in BTC in Q2 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Dynamic Advisor Solutions held 10,806 shares of Grayscale Bitcoin Mini Trust ETF worth $399K as of Q3 2026.
  • Dynamic Advisor Solutions bought 2,143 Grayscale Bitcoin Mini Trust ETF shares in Q3 2026, an estimated $67.5K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #724 holding.
  • Dynamic Advisor Solutions first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.